See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,405 | $92,703-84.5% | $82,719-82.6% | $134,475-89.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.15% | 944.92%-955.1pp | 701.18%-711.3pp | 417.96%-428.1pp |
| Employer contribution / active EE | $3,315 | $3,274+1.3% | $3,009+10.2% | $4,740-30.1% |
| Participant deferral / active EE | $3,315 | $4,802-31.0% | $4,395-24.6% | $6,400-48.2% |
| Admin fee / account holder | $58 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |